This article will go over the Companies by Sales Rep Report. This report will show the Company Name - Company Email - Gross Sales - Net Sales - Total Commission (% of net) - Totals for Unassigned Sales Reps and Assigned Sales Reps.
1 - Click on the More tab - then the Reports tab - then the Sales Reports Tab.
2 - Next click on the Companies by Sales Rep link.
3 - Then choose the Date Range and the Location you want to look up. Once you are done click on the Generate Report tab.
4 - The report will then Download. Note you can have the report Emailed by clicking on the Click Here link.
5- Report will now appear.
6 - Note the Sales Rep will be highlighted in Grey. Companies not assigned to a sales rep will appear under the Unassigned Companies section.
You have now learned how to use the Companies by Sales Rep report.